by Lori Eason | Jun 17, 2017 | Quarterly Commentary
Stocks continued to rise through the second quarter, albeit at about half the rate of the first quarter. The large cap group had the best quarterly performance with the S&P 500 returning roughly 3%. Mid and small cap stocks increased as well but about a percentage...
by Lori Eason | Jun 17, 2017 | Financial Planning, Tax Planning
Health Savings Accounts have been growing in popularity with the increased number of high deductible health plans used. High deductible health plans (HDHP) are currently defined as ones with a deductible above $1,300 for an individual and $2,600 for a family. Under a...
by Lori Eason | Jan 27, 2017 | Financial Planning
Recently, the Department of Education released a memo saying that it vastly overstated the student loan repayment rates for most colleges. The new figures suggest that at more than 1000 colleges and trade schools (about a fourth of all schools), at least half of the...
by Lori Eason | Dec 16, 2016 | Quarterly Commentary
2016 will certainly go down as one of the more interesting years in recent memory. By far, the biggest story of the year was the presidential election results. Since the election, there have been quite a number reactions; not least of which has been in the financial...
by Lori Eason | Dec 16, 2016 | Financial Planning, Market Related
You have probably heard through the grapevine that a popular Social Security “loophole” is soon to be closed. The Bipartisan Budget Act of 2015 was passed by the House on October 28th and among other things, it eliminates two popular Social Security strategies that we...
